Project management

Article
14/01/2025

Business Central supports project accounting and more:

Manage project management tasks, such as creating projects and scheduling resources.
Provide budget information and monitor progress.
Track machine and employee hours on projects using time sheets.

Project managers have a good overview of their projects, including the employees, machinery, and other resources they involve.

Get started with projects

Project management can be complicated. For help with getting started with project management in Business Central, go to Video: How to create a project in Dynamics 365 Business Central on the Business Central YouTube channel.

Set up projects

Before you can use Business Central to manage projects, you must set up resources, time sheets, and projects. To learn more, go to Setting Up Project Management.

The following table provides links to articles that describe typical tasks in project management.

To...	Go to...
Create projects, assign project tasks, and prepare project planning lines.	Create projects
Allocate resources to projects and manage resource prices.	Use resources for projects
Create a time sheet with integrated project task and planning lines and post time sheet lines to a project journal.	Use time sheets for projects

Project analytics

This section describes the analytical tools you can use to get insights into your project data.

To...	Go to...
Analyse and monitor your project KPIs with the Power BI Projects apps.	Power BI Projects app
Learn about work in process (WIP). Monitoring WIP helps ensure that your financial statements are correct, and lets you estimate the financial value of ongoing projects.	Understanding WIP Methods Monitor project progress and performance
Explore built-in project reports.	Built-in project report overview

To learn more, go to Project management analytics overview.

Working with projects

The following table provides links to articles that describe typical tasks in project management and accounting.

To...	Go to...
Budget for the resources to use in projects and compare actual item and resource usage to budgeted usage. The comparison helps improve the quality and cost efficiency of future projects.	Manage Project Budgets
Review and record usage on various parts of your project, which is automatically updated as you modify and transfer information from project planning lines to project journals or project invoices for posting.	Record Usage for Projects
Purchase supplies for a project, either on purchase orders or invoices, and record item and time usage.	Manage Project Supplies
Post the consumption of materials, resources, and other expenses of project WIP. Monitor its financial value to maintain correct financial statements even though you post project expenses before you invoice the project.	Monitor Project Progress and Performance
Invoice the customer, either when the project is finished or according to an invoicing schedule.	Invoice Project

Start a free trial!

Find free e-learning modules for Business Central here

Additional resources

Documentation

Create a project card for a project and specify tasks - Business Central

For a new project, you create a project card that contains project tasks and planning lines, to help you manage progress and budgets.
Record Consumption or Usage of Project Resources and Items - Business Central

This article describes how to record the consumption or use of items or resources for projects in project management.
Set up projects, prices, and project posting groups - Business Central

Describes how to set up general information about projects.
Create a project sales invoice to invoice a project - Business Central

Describes how to invoice customers for project expenses as a project progresses and costs accumulate.
Record and adjust resource usage and prices - Business Central

Describes how you can record the resource usage or consumption associated with a project, to keep track and manage costs, prices, and work types.
Walkthrough - Managing projects with projects - Business Central

This walkthrough introduces you to the project management features the let you schedule the use of your company's resources.
Set Up and Manage a Budget for a Project - Business Central

Describes how to plan resources and forecast and control the costs of a project by setting up a budget for each project.
Manage project supplies - Business Central

Describes the different ways to manage the supply and purchase of material and services for projects.

Training

Learning path

Set up projects and resources in Microsoft Dynamics 365 Business Central - Training

Do you want to set up projects in Dynamics 365 Business Central? This learning path discusses how to set up projects, journals, posting groups, resources, and timesheets.

Certification

Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate - Certifications

As a functional consultant, you implement core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.

AI Skills Fest

Share via